About TresVista
TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technologyenabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista’s services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.
Roles and Responsibilities :
Technical Understanding :
- Strong knowledge of private equity and investment banking deal flow process
- Knowledge of pre- and post- sales functions including prospecting, lead generation, sales outreach, sales analytics, and investor relations
- Ability to consult on CRM implementations, data management, enrichment, and maintenance
- Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies
Project Management :
Defining the scope of engagements, manage timelines, and ensure timely deliveryEnsuring efficient and effective execution of all key aspects of client deliverablesManaging Client Relationships :
Retaining and expanding existing client relationships by increasing integrationTeam Management and Leadership :
Working closely with new Associates and guiding them on day-to-day project management and deliveryMentoring, training, and developing Associates and AnalystsManaging team issues effectivelyContributing to the overall operational strategy for Data Quality function and responsible for the implementation of the strategy within the teamProviding timely and continuous feedback for performance improvementChange Management :
Driving change management across business function vis a vis implementing and sustaining a Continuous Improvement cultureTraining and mentoring :
Training employees in Six sigma methodologies thereby inculcating a culture of First Time Right, waste elimination, self RCA, and leveraging best practicesProcess Improvement :
Using six sigma tools, improve and enhance existing processesRun six sigma projects :
Identifying, planning, and managing projects to drive business transformationSOP management :
Instill rigor and discipline around SOP creation and maintenance with process controls identificationTransition support :
Supporting the TM team on process scoping, baselining, and transitionBest practices implementation :
Partnering with leading consultants on implementation of process best practicesPrerequisites :
Preferred experience on various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, Hubspot etcPrior experience in market research preferably in finance / investment domainStrong grasp of various aspects of pre-sales and business development processes and analytical abilityCommitment and ownershipStrong eye for detail and ability to multi-taskAbility to meet client-driven deadlines (demanding hours requiring time management skills)Excellent interpersonal skills and communication skills (written and oral)Experience :
An MBA in Finance with a minimum of 7-10 years of work experience, or
10+years of relevant work experience with a bachelor’s degree in any field
Education :
Any Graduate. MBA in Finance / Marketing / Strategy Preferred
Compensation :
The compensation structure will be as per industry standards.
